In this episode of the Money Mastery Unleashed podcast, host Adam Olson sits down with Melissa Swan to dive into the essential topic of income and asset protection. With over 20 years of experience in the insurance industry, Melissa shares her insights on safeguarding your financial future, covering critical areas such as disability insurance, life insurance, and long-term care. They discuss how unexpected events, like illness or death, can derail financial plans, making proactive protection a priority. Learn about the ABCs of long-term care, balancing income protection, and how to mitigate risks for a secure future.
Whether you’re an executive, business owner, or family provider, this episode offers practical advice on protecting your most valuable asset—your ability to earn. Adam and Melissa emphasize the importance of creating a comprehensive financial safety net that covers disability, premature death, and unexpected family medical needs. With a focus on real-life scenarios and actionable strategies, this discussion will leave you with a clear understanding of how to protect your income and assets for the long term. Tune in for invaluable insights to secure your financial future!
“You need to protect your income, whether you’re here or gone.”
Key Takeaways:
Income protection is essential for financial stability
Life insurance is vital for protecting family members in case of premature death
Group disability policies often have limitations
Proactive planning is necessary to avoid financial hardship
Learn more about Adam Olson by visiting the following links:
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Investing involves risk, including loss of principal.
Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions. Any strategies discussed may not be suitable for everyone.
Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Adam Olson, Representative. Mutual of Omaha Investor Services is not affiliated with any entity listed herein.
This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product.
Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties. Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.
